KiwiSaver Matters!

Milford

How to make the most of your KiwiSaver KiwiSaver is a wonderful way to plan for the retirement you’re anticipating. A retirement with the freedom to choose how you want to spend your time – travelling, with friends and family, or activities and events you enjoy. It might be a long way off, visible on the horizon, or perhaps you’re already there. Wherever you’re at on your retirement journey, now is the time to make sure your KiwiSaver account is working as hard as you are. A few simple decisions now, could make a big difference down the track. In this section you’ll discover tips and tools to maximise your KiwiSaver account – like understanding compound returns, how to know if you’re in the right Fund or Fund mix, and the new rules around contribution levels. And if your KiwiSaver account is a plan to help finance your first home - this section is for you too. If you would like to learn more about the Milford KiwiSaver Plan, check out our website or talk to someone on our KiwiSaver advice team on 0800 662 345 This content features an AI-generated voice for narration purposes. However, the article itself was thoughtfully created by the team at Milford to ensure accuracy and quality. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice

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How to make the most of your KiwiSaver KiwiSaver is a wonderful way to plan for the retirement you’re anticipating. A retirement with the freedom to choose how you want to spend your time – travelling, with friends and family, or activities and events you enjoy. It might be a long way off, visible on the horizon, or perhaps you’re already there. Wherever you’re at on your retirement journey, now is the time to make sure your KiwiSaver account is working as hard as you are. A few simple decisions now, could make a big difference down the track. In this section you’ll discover tips and tools to maximise your KiwiSaver account – like understanding compound returns, how to know if you’re in the right Fund or Fund mix, and the new rules around contribution levels. And if your KiwiSaver account is a plan to help finance your first home - this section is for you too. If you would like to learn more about the Milford KiwiSaver Plan, check out our website or talk to someone on our KiwiSaver advice team on 0800 662 345 This content features an AI-generated voice for narration purposes. However, the article itself was thoughtfully created by the team at Milford to ensure accuracy and quality. This podcast is intended to provide general information only. It does not take into account your investment needs or personal circumstances. It is not intended to be viewed as investment or financial advice. Should you require financial advice you should always speak to a Financial Adviser. Past performance is not a reliable indicator of future performance. Milford is an active fund manager with views and portfolio positions subject to change. Milford Funds Limited is the issuer of the Milford KiwiSaver Plan and the Milford Investment Funds. Please read the relevant Milford Product Disclosure Statement at milfordasset.com. Before investing, you may wish to seek financial advice. The disclosure statements of all Milford Financial Advisers contain more information and are available for free on request. For more information and to see our Financial Advice Provider Disclosure statement, please visit milfordasset.com/getting-advice